Domestic Equity
Domestic Equity Market Commentary – 3Q 2025
US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.
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domestic-equity,global-equity
domestic equity,global equity
Global Equity
Global Equity Market Commentary – 3Q 2025
Global small caps rose in 3Q2025. Our team favors steady, undervalued companies, choosing to focus on fundamentals over market hype.
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Domestic Equity
Domestic Equity Market Commentary – 2Q 2025
After a difficult start to the second quarter following the “Liberation Day” market meltdown, equities rebounded strongly the last 11 weeks of the quarter.
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Global Equity
Global Equity Market Commentary – 2Q 2025
Despite starting the quarter with a tariff shock and enduring a thankfully short Iranian conflict, global markets (ex-USA) put up stellar returns for 2Q25.
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Domestic Equity
Domestic Equity Market Commentary – 1Q 2025
Whereas the only certainty for the near-term would seem to be more market volatility, investor sentiment has turned so negative that a relief rally can’t be ruled out.
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Global Equity
Global Equity Market Commentary – 1Q 2025
Global equity markets (ex-USA) were higher to start the year, with particular strength in Europe.
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Domestic Equity
Company Insights on Consumer Spending
Equity Research Analyst Gaby Greenman shares insights from the companies she follows, providing a direct look at how businesses are thinking about consumer demand and their outlook for the months ahead.
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Macro | Domestic Equity
Consumer Spending Faces Crosswinds After Strong 2024
Will consumers stay resilient or pullback? Our Global Strategist Bill Sterling shares his research on spending trends and what they mean for investors.
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Macro | Domestic Equity
Perspectives on the US Equity Market Selloff
Global Strategist Bill Sterling shares his research into historical stock market corrections – including how extreme uncertainty can be followed by surprisingly positive stock market returns.
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